Price every engagement consistently – and know your margin before the quote goes out
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Most practices price new work from memory or a quick look at what a similar client pays. The result is inconsistency – two near-identical clients on very different fees – and fixed fees that quietly lose money because the work turns out bigger than expected. This workbook builds every quote from the same catalogue of services, adjusts it for the things that really drive the work (turnover, transaction volumes, the state of the records, the VAT scheme, the deadline and the number of bank accounts), and shows you the time budget, cost and margin before anything is sent. It applies your discount rules, flags when a partner must approve, prints a one-page proposal and keeps a register of every quote so you can see your win rate and pipeline.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every service you sell – basis, price, hours by grade, minimum fee, drivers and proposal text. What you do: edit the yellow columns.
Step 2
One prospect at a time: drivers, services, fee summary, time budget, margin and approval check. What you do: enter the yellow cells for each new quote.
Step 3
A one-page fee proposal built from the Quote Builder. What you do: print it (File > Print, A4) or save as PDF.
Step 4
Every quote you send and its outcome. What you do: add one row per quote; update status and decision date.
Who it is for
Quick start
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We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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